How to connect Insightly + Planning Pod
Zapier lets you send info between Insightly and Planning Pod automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
- New AppointmentTriggers when a new appointment is created in the calendar.Trigger
- Planning Pod
Triggers when a new attendee is created in an event.
Scheduled
Trigger
- Planning Pod
Triggers when a new contact is created.
Scheduled
Trigger
- Planning Pod
Triggers when a contract has been signed.
Scheduled
Trigger
- Planning Pod
Triggers when a new deposit is created.
Scheduled
Trigger
- Planning Pod
Triggers when a new form response is captured.
Scheduled
Trigger
- Planning Pod
Triggers when a new payment is created for an invoice.
Scheduled
Trigger
- Planning Pod
Triggers when a new invoice is created.
Scheduled
Trigger
- Planning Pod
Triggers when a new lead is created.
Scheduled
Trigger
- Planning Pod
Triggers when a new ticket payment is created.
Scheduled
Trigger
- Planning Pod
Triggers when a new proposal has been created.
Scheduled
Trigger
- Planning Pod
Triggers when a proposal has been signed.
Scheduled
Trigger
- Planning Pod
Triggers when a new to-do is created in an event.
Scheduled
Trigger
- Planning Pod
Creates a new contact.
Scheduled
Action
- Planning Pod
Creates a new lead.
Scheduled
Action
How Insightly + Planning Pod Integrations Work
- Step 1: Authenticate Insightly and Planning Pod.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.